Primary Roles: Estate, financial, and retirement income planning
Jeff is a 25-year veteran of the financial services industry. He is a Certified Public Accountant, Certified Financial Planner™ and National Social Security Advisor. These certifications, along with his extensive professional experience, uniquely position Jeff to assist families in conquering life’s biggest challenges. Jeff is a lifelong resident of Northeast Ohio currently residing in Avon, OH. He enjoys spending free time with his wife and three children and traveling.
The Certified Public Accountant (CPA) license is a certified public accountant who is licensed by a state board of accountancy. Ohio’s CPA designation is issued to qualified accountants who: (i) have passed 150 semester hours of education or earned a graduate degree; (ii) successfully complete the CPA examination; (iii) successful completion of professional standards and responsibilities course; (iv) gain one year of relevant work experience.
Certified Financial Planner Board of Standards, Inc. (CFP Board) was founded in 1985 as a 501(c)(3) non-profit organization that serves the public interest by promoting the value of professional, competent and ethical financial planning services, as represented by those who have attained CFP® certification. CFP Board sets and enforces the requirements for CFP® certification, including: education, examination, experience, and ethics, Individuals who successfully complete CFP Board’s initial and ongoing certification requirements are authorized to use the CFP® certification marks in the United States.